Independent fee-only Registered Investment Adviser founded in 1999, managing about $30.6 billion across 47 offices in 19 states through wealth management, financial planning, and institutional consulting.
Waverly Advisors, LLC is an independent, fee-only Registered Investment Adviser founded in 1999 in Birmingham, Alabama, and rebranded to its current name in 2022. The firm provides comprehensive wealth management and financial planning under a fiduciary standard, with approximately $30.6 billion in assets under management delivered by more than 400 team members across 47 offices in 19 U.S. states. A 2021 partnership with Wealth Partners Capital Group and HGGC's Aspire Holdings underpinned a geographic expansion strategy.
Revenue is diversified across five service lines: Private Client Services (investments, tax strategies, estate planning, risk management), Family Office, Institutional Consulting, Corporate Retirement Plans, and Trust Services. The integrated model bundles investment management with tax, estate, and risk planning, widening the addressable relationship and supporting fee durability. Delivery relies on credentialed professionals holding CPA, CFP®, CFA®, and CIMA designations.
Operating characteristics relevant to ownership: a fee-only fiduciary structure removes commission-driven revenue volatility; a partnership-based expansion has scaled office count to 47 while preserving a relationship-driven culture; and the platform spans wealth management, financial services, investment advisory, retirement plans, and trust and estate services - multiple adjacencies for bolt-on integration.
